CPA Practice

AUGUST 28, 2024

As in 2023, AI systems were again dominant among the winners of the 2024 Tax & Accounting Technology Innovation Awards, presented annually by CPA Practice Advisor, a technology and practice management resource for public accounting firms. “ AuditFile AI is like the self-driving car of auditing.

Technology 124

Technology accounting firms Account accountant 124

ThomsonReuters

JANUARY 4, 2024

Jump to: Utilize short-term staffing solutions Incorporate AI and automation into your workflow Become a strategic advisor As accounting firms usher in 2024, it’s important to take a fresh look at the business landscape — both its challenges and its opportunities — to best prepare for the year ahead.

tax planning 78

tax planning Tax Technology tax return 78

CPA Practice

NOVEMBER 19, 2024

Technological challenges: Adapting to new tax software or dealing with technical issues can also contribute to stress and burnout. Once you move to tax advisory services, you can start offering high-ticket services which will increase your revenue without increasing the hours you have to work. Clients were over-the-moon happy.

Tax 52

Tax Account accountant accounted 52

MyIRSRelief

APRIL 29, 2024

This is where specialized tax and accounting firms step in, becoming a crucial partner for small businesses with under 100 employees. These firms understand the unique challenges faced by LA’s diverse entrepreneurial landscape, from tech startups in Venice Beach to established family-run restaurants in Koreatown.

Tax 130

Tax bookkeeping Entertainment Account 130

CPA Practice

APRIL 17, 2023

And now, the results are in: IN-FIRM TECHNOLOGIES Federal/State Income Tax Preparation Insight : As was true in every year of voting, the tax prep system category is always the most voted-on, with nearly all respondents selecting a preferred system. WINNER: TheTaxBook – Tax Materials Inc.

quickbooks 130

quickbooks payroll Technology audit 130

Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate 52

Real Estate Account accountant accounted 52

CPA Practice

NOVEMBER 20, 2024

Technological challenges: Adapting to new tax software or dealing with technical issues can also contribute to stress and burnout. Once you move to tax advisory services, you can start offering high-ticket services which will increase your revenue without increasing the hours you have to work. Clients were over-the-moon happy.

Tax 100

Tax Account accountant accounted 100

xendoo

SEPTEMBER 10, 2021

Today’s accounting firms can handle a wide variety of SMB bookkeeping tasks, including: Invoices . Corporate tax preparation . By outsourcing your needs to an online accounting firm, you gain the benefit of industry-leading expertise, all without breaking your budget. Business Tax Preparation and Filings.

bookkeeping 98

bookkeeping bookkeeping services tax preparation bookkeeping software 98

xendoo

FEBRUARY 23, 2022

A number of factors affect the time it takes to file taxes. Not all of these will be the responsibility of the tax preparer. . First, you must make sure that you have all of the required documentation available for the tax preparer. State or local property tax. Tax Preparation for Small Business Owners.

tax preparation 94

tax preparation Tax tax return Account 94

xendoo

SEPTEMBER 10, 2021

Every small business owner should have access to an accountant. A small business accountant can provide guidance at every stage of your company’s development, and they can be invaluable when it comes to tax preparation, succession planning, and more. But finding the right accountant is about more than just cost.

online accounting 97

online accounting Account accountant accounted 97

CPA Practice

MAY 2, 2023

Eric is president and founder of Aragon Accounting Corporation in Corona, CA. He and his staff of 13 offer an array of tax advisory services, tax preparation and compliance, bookkeeping, and outsourced CFO services. We always lead with tax advisory services because we feel that it’s a value-added service,” said Aragon.

Technology 103

Technology quickbooks bookkeeping tax planning 103

ThomsonReuters

MAY 6, 2022

For small and mid-sized tax and accounting firms, there are plenty of ways to do so. 8 ways small and mid-sized accounting firms can increase profitability. Create a referral plan. Maybe you’re paying for expensive office rent when you could operate a remote-based firm instead.

Tax 87

Tax Account accountant accounted 87

Going Concern

OCTOBER 3, 2024

ACCOUNTING CANDIDATES FTE Accounting and Audit Senior/Manager | Candidate ID # 22561641 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 15+ years of experience in audit, accounting and finance Work experience(detail): 6 years in public accounting Director level in Accounting Services Managed staff of up to 8 in both US (..)

Real Estate 110

Real Estate Account accountant accounted 110

Snyder

JULY 13, 2022

The accounting industry has undergone some serious technical changes due to technological advancements but first and foremost due to a global pandemic. Accounting firms have been forced to drastically change working environments and the way they work, as well as reconsider the services they provide. Contents: 1.

Account 105

Account accountant accounted Technology 105

xendoo

OCTOBER 20, 2021

Outsource accounting services can help you stay up-to-date on your books, compliant with regulations, and firmly in control of your company’s financial future. With that in mind, here are some of the reasons why you should consider partnering with an online accounting firm. Forensic accounting. Managerial accounting.

Account 98

Account accountant accounted bookkeeping 98

Going Concern

FEBRUARY 13, 2025

TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID#23814240 Certifications: CPA Education: BA, MA Financial Accounting Experience (years): 15+ years accounting experience Work experience (detail): 3+ in public accounting Accounting, payroll and tax filing with 40+ clients Client advisory, tax planning, financial review Prepares (..)

Account 52

Account accountant accounted Real Estate 52

ThomsonReuters

JULY 6, 2023

Today, technology has automated much of the accountants’ daily workflow , enabling even junior staff to jump right into value-added and engaging work like analyzing trends, providing insight, and offering guidance to clients. Career paths in accounting Career paths in accounting can be personal, public, or corporate.

Account 98

Account accountant accounted accounting and finance 98

Ryan Lazanis

MAY 24, 2023

For kicks, here’s the oldest Xero screenshot that can be found on record (from 2007): Here are some tips to leveraging cloud computing in accounting: Tip 1: Become Cloud Accounting Certified Master the popular cloud accounting systems , like Xero or QuickBooks Online, by becoming certified on their platforms.

Technology 98

Technology Account accountant accounted 98

ThomsonReuters

JULY 6, 2023

Let’s take a look at what tax advisory is and how you can take advantage of this approach to serving clients. What are tax advisory services? This shift places your unique knowledge and expertise at the center of your value proposition. Most tax and accounting firms build their business model on the number of tax returns completed.

Tax 98

Tax tax return income tax audit 98

ThomsonReuters

APRIL 4, 2022

At the end of the day, all tax preparation software will give you the same result: a completed client tax return on an IRS-approved form. Robust integration capabilities are key for unprecedented time savings and accuracy and can move your firm to one-time data entry or even to zero-time data entry.

Tax 98

Tax Technology tax preparation tax return 98

Going Concern

AUGUST 15, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164769 Certifications: EA in process Education: BS BA, MBA, MS Accountancy Experience (years): 5+ years accounting experience Work experience (detail): Senior Accountant/Controller at an accounting firm Writing and implementing client SOPs Client-facing financial reviews Leads 5 staff accountants (..)

Real Estate 59

Real Estate Account accountant accounted 59

Going Concern

JUNE 13, 2024

TAX CANDIDATES FTE Senior Tax Accountant / Manager | Candidate ID #21844350 Certifications: CPA Education: BSBA Accounting, MS Accounting Experience (years): 6+ years in tax and accounting Work experience: 6+ with the same CPA firm Prep and review of tax returns Leads a team of 5+ Accountants Manages client engagements Client niches: Real estate, Construction, (..)

Real Estate 59

Real Estate Account accountant accounted 59

CPA Practice

JUNE 3, 2024

Top 100 accounting firm Rea & Associates has merged in Sarasota, FL-based CPA firm Koontz & Parkin, effective June 1. Koontz & Parkin and Rea & Associates will be one firm under the Rea name, continuing to operate out of the Koontz & Parkin office in Sarasota, in addition to Rea’s Ohio offices.

Florida 52

Florida Ohio Real Estate tax preparation 52

ThomsonReuters

JUNE 13, 2023

If you’re part of a small or medium-sized tax and accounting firm, you know that differentiating yourself from the competition is always top of mind. All this, alongside the more traditional tax preparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust.

tax return 93

tax return Tax bookkeeping services Technology 93

CPA Practice

NOVEMBER 14, 2023

Tuscon, AZ-based BeachFleischman recently said that Nogales, AZ-based Jeong Lizardi joined the top 200 accounting firm on Nov. In addition, BeachFleischman gained 10 client service and administrative professionals, including co-founder Leonard Lizardi, who was named a tax principal and managing principal of the Nogales office.

Arizona 59

Arizona tax preparation bookkeeping tax planning 59

ThomsonReuters

JANUARY 12, 2023

With more than 50 million taxpayers answering ‘Yes’ to the IRS Virtual Currency question on the front page of the 1040 form on their 2021 tax returns, there is a pressing need for immediate access to tools for cryptocurrency tax preparation. . Plus, it conveniently integrates with tax preparation software. .

audit 52

audit tax preparation Technology tax planning 52

CPA Practice

JUNE 20, 2024

Top 500 accounting firm PAAST, based in Coral Gables, FL, merged with SKJ&T (Sanson, Kline, Jacomino & Tandoc), a CPA firm in Miami, effective May 1. The combined firm continues to work out of their existing offices in Coral Gables and Miami. Originally founded as Sanson, Kline, Jacomino & Co.

cpa firm 52

cpa firm CPA Florida forensic accounting 52

Ryan Lazanis

OCTOBER 24, 2022

This is pushing accountants like you to ditch hourly rates in favor of a new pricing strategy and method, which sometimes creates confusion about how to set your accounting services fees. Though this has presented difficulties in pricing for accountants. At times, it may be an option to have a hybrid approach at your firm.

bookkeeping services 98

bookkeeping services Account accountant accounted 98

ThomsonReuters

FEBRUARY 8, 2022

Respondents also indicated interest in receiving other services from their accounting firms. In the survey, 41% said they wanted more tax planning, 36% said they wanted help with bookkeeping, 23% wanted business planning consulting, and 22% said they wanted their accounting firm to provide payroll services.

Tax 105

Tax Entertainment payroll Technology 105

ThomsonReuters

JUNE 15, 2021

Most small CPA firm owners have years of experience working for larger firms and find themselves wanting to utilize that experience to serve clients in their own way. Angie Wood, owner of Wood CPA , started her firm in 2019 after several years of working for larger accounting firms. And that completely shocked me.

cpa firm 98

cpa firm tax return CPA Non-Profits 98

xendoo

SEPTEMBER 28, 2021

More complex services, such as tax planning and catch-up services, will require additional time and attention. Advanced services such as tax planning and preparation also tend to be cyclical. Bookkeeping and accounting costs are influenced by the type of service being performed. Business tax preparation.

bookkeeping services 52

bookkeeping services bookkeeping tax preparation CPA 52

Going Concern

MAY 16, 2024

FTE Senior Accounting and Tax | Candidate ID #5311425 Certifications: CPA, QB ProAdvisor Education: BA Accounting, MS Accountancy Experience (years): 10+ years public accounting Work experience (detail): 2+ with national firm 10 years working with large C-Corp clients 5+ years with SMB and HNWIs tax prep and advisory 4 years with own practice with (..)

Real Estate 59

Real Estate Account accountant accounted 59

Going Concern

AUGUST 22, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22103110 Certifications: CPA Candidate Education: BS, Accounting Experience (years): 7+ years of overall experience Work experience (detail): 6+ years with CPA firms Mentoring and training the accounting team Tax return preparation for individuals, SMBs and Nonprofits Prepared monthly, (..)

Real Estate 59

Real Estate Account accountant accounted 59

Basis 365

DECEMBER 2, 2024

Disclaimer The information provided in this blog is for general informational purposes only and reflects observations and recommendations related to outsourced accounting. Basis 365 Accounting is not a CPA firm and does not provide tax advice, tax preparation, or filing services.

Account 52

Account accountant accounted bookkeeping 52

CPA Practice

AUGUST 28, 2024

Instead also provides an all-in-one platform for accounting firms called Instead Pro. This enables firms to easily manage key tax positions for their clients, shifting from simple tax preparation to high-value advisory services. This eliminates hours of manual work and reduces audit risk.

Real Estate 45

Real Estate tax preparation Technology tax planning 45

Going Concern

NOVEMBER 14, 2024

ACCOUNTING AND ADVISORY CANDIDATE FTE Accounting and Advisory | Candidate ID #23535017 Certifications: QBO ProAdvisor, Xero Advisor, CPA Education: BS Accounting, MA Accounting in process Experience (years): 5+ years of overall accounting and finance experience Work experience (detail): Currently senior accountant with a CPA firm Implements cloud (..)

Real Estate 52

Real Estate Account accountant accounted 52

Going Concern

JUNE 27, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #19249390 Certifications: CPA in process Education: BS Business Administration, Accounting Experience (years): 7+ years accounting and tax experience Work experience (detail): 4+ in public accounting 3 years tech startup experience 3+ in family office accounting and advisory 2 tax (..)

Real Estate 52

Real Estate Account accountant accounted 52